Sales Invoices

A Sales Invoice is a transactional document used to record the sale of products or services to a customer. It creates the required accounting entries, updates customer receivables, and serves as the official bill issued to the customer.

After a Sales Invoice is submitted, you can record payments, process returns, and print the invoice as a PDF.

Create a Sales Invoice

Navigate to:

Sales > Sales Invoices

Click the + button to open a new Sales Invoice.

Steps

1. Select the customer.
2. Click Add Row and select the item being sold.
3. The default tax is applied automatically. Modify it if required.
4. Enter the item quantity.
5. Add additional items if necessary.
6. Click Save.
7. After verifying the invoice, click Submit.

Once submitted, Frappe Books automatically creates the required ledger entries and records the sales transaction.

Edit Invoice Items

Before submitting the invoice, individual line items can be modified.

• Edit the item description.
• Update the HSN code.
• Review the taxed amount.
• Modify the item rate or quantity.

Record Customer Payments

After submitting a Sales Invoice, record the payment received from the customer.

Steps

1. Open the submitted Sales Invoice.
2. Click the … menu.
3. Select Make Payment.
4. The outstanding amount is filled automatically.
5. Review or modify the payment details.
6. Click Save.

The payment entry is automatically submitted and updates the accounting records.

Payment Effects

• Reduces the Accounts Receivable balance.
• Increases the Cash or Bank account balance.
• Updates the Outstanding Amount on the invoice.

Invoice Status

Auto Payments

To simplify the payment process, Frappe Books can automatically create a payment entry whenever a Sales Invoice is submitted.

Configure this feature from:

Setup > Settings > Defaults > Auto Payments

After configuring the default payment accounts, payments will be generated automatically upon invoice submission.

Sales Invoice Returns

If a customer returns products after the sale, create a Sales Invoice Return to reverse the original transaction.

Create a Return from an Existing Invoice

1. Open the original Sales Invoice.
2. Select Create > Return.
3. The customer and item details are copied automatically.
4. Enter returned quantities as negative values.
5. Save and Submit.

Create a Return Manually

1. Navigate to Sales > Sales Invoices.
2. Select Return Against.
3. Choose the original Sales Invoice.
4. Enter the returned items.
5. Save and Submit.

General Ledger Impact

A Sales Invoice Return automatically creates General Ledger entries that reverse the accounting impact of the original Sales Invoice.

• Reduces Sales Income.
• Adjusts Accounts Receivable.
• Reverses tax entries where applicable.
• Maintains accurate financial records.

Print a Sales Invoice

Sales Invoices can be exported as professionally formatted PDF documents.

Steps

1. Open the Sales Invoice.
2. Click Print.
3. Customize the print format if required.
4. Add your company logo.
5. Select a brand color.
6. Choose a print template.
7. Click Save as PDF.

The generated PDF can then be printed or shared with customers.

Related Features

Best Practices

• Verify customer and item details before submitting an invoice.
• Review taxes and item quantities carefully.
• Record customer payments promptly to keep outstanding balances accurate.
• Use Auto Payments for faster invoice processing when appropriate.
• Create Sales Invoice Returns instead of modifying submitted invoices.
• Customize the print format with your company branding before sharing invoices.